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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-24 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
1145 Broadway, Burlingame, CA 94010 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Burlingame | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Burlingame | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SACRAMENTO, CA, 100% OWNERSHIP WITH SPOUSE, START 11/1/2011, HOURS: 1 PER MONTH - 0 DURING TRADING, LANDLORD. RENTAL PROPERTY; INV RELATED; SAN CARLOS, CA; 50% OWNERSHIP; START DATE 9/13/2024; 2 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER OF INVESTMENT RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-30 |
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